Bill Bockwoldt, CFP®, MBA, CEPA®

SVP, Advisor at Wealthspire Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 15 ratings
  • (15)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Alex Tan

Bill is a savvy marketing professional. He is very knowledgeable not only in the field of biometrics but also across the broader spectrum of technology leading to innovative solutions with partners to position UPEK ahead of the curve. Working with Bill across the globe was a pleasure and his support time and again made the difference in helping my team move forward.

Steven Marks

Bill was a pretty savvy marketing guy who really helped me polish technical reports so that it would be more accessable to our foreign customers. He worked well with engineering.

Francois Jeanneau

Bill's ability to think not only strategically but also tactically makes him a great business leader. This, along with his comprehensive understanding of technology, business modeling, partnering models, and technology product management, has made him one of the most effective marketing/biz development directors I've worked with. It has been a real pleasure to work with Bill. I highly recommend him and hope I will have the pleasure to work with him again in the future.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Certified Financial Planner (CFP®)
    Certified Financial Planner Board of Standards
    Jan, 2015
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • SVP, Advisor
      • Jan 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jan 2009 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal and Financial Advisor (CFP®)
      • Dec 2012 - May 2022

    • United States
    • Computer and Network Security
    • 1 - 100 Employee
    • Director - Software Solutions
      • Aug 2004 - Jan 2009

    • Finland
    • Telecommunications
    • 700 & Above Employee
    • Program Manager
      • 2000 - 2004

    • United States
    • Semiconductor Manufacturing
    • 1 - 100 Employee
    • Regional Marketing Manager
      • 1996 - 2000

Education

  • University of California - Haas School of Business
    MBA
    1998 - 2000
  • San Francisco State University
    CFP Certification
    2011 - 2012
  • Golden Gate University
    1996 - 1997
  • DeVRY Institute of Technology
    BSEE
    1985 - 1988

Community

You need to have a working account to view this content. Click here to join now